Stephen Sherline

Role
City National Bank
Location
Los Angeles, CA, US
LinkedIn followers
500 followers

About Stephen Sherline

I am currently the Head of the Western PrivateBank for City National Bank In this role, I…

Experience

  1. City National Bank

    Present

Skills

  • Leadership Development
  • Retirement Planning
  • Strategic Financial Planning
  • Strategic Planning
  • Wealth Management
  • Series 63
  • Investments
  • Banking
  • Asset Allocation
  • Financial Analysis
  • Wealth Management Services
  • Financial Advisory
  • Finance
  • Investment Management
  • Equities
  • Portfolio Management
  • Loans
  • Financial Planning
  • Mortgage Lending
  • Mergers & Acquisitions
  • Sales
  • Financial Modeling
  • Investment Advisory
  • Securities
  • Asset Management
  • Estate Planning

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